BRCE vs SCHB

ABRCE

BSCHB

Measures won1–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.7%BRCE · worst fall in 1Y

Held in common49.2%BRCE and SCHB

BRCE

SCHB

MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF · $52MSchwab U.S. Broad Market ETF · $42.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

0.73%12-mo yield$73 · $109 on $10k1.09%

−8.7%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.8%

1–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBRCE · SCHB

7.6%AAPL6.9%

8.5%NVDA6.5%

5.6%MSFT5.6%

4.2%AMZN3.5%

Held in common49.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	ABRCE	MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETFRead Desk		0.24%	0.73%	−4.6%	+11.0%	+12.4%	new	new	−8.7%	$52M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	ABRCE	MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETFRead Desk		0.24%	0.73%	−4.6%	+11.0%	+12.4%	new	new	−8.7%	$52M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BRCE vs SCHB

BRCE

MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureBRCESCHB

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield0.73%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y14.3%13.8%

3–1measures won
SCHB first

49.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BRCE, SCHB

Today

49.2%most shared, BRCE and SCHB

BRCESCHB

BRCE—49.2%

SCHB49.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

BRCE$73 − $24 = $49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee